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Occupation · 2026 assessment

Investment analysis Expert

The Investment analysis Expert role combines repeatable operations with decisions that require professional context. The index measures task exposure to AI, software automation and robotics—not the probability that the occupation disappears.

Low risk level Search jobs ↗
How risk may change

A forecast estimate, not a guaranteed scenario.

35%2026
40%2028
46%2030
54%2035

Which tasks are exposed

Risk applies to individual tasks—not to a person or an entire occupation.

TaskRisk
Entering and classifying financial documents60%
Reconciling transactions and detecting discrepancies57%
Preparing standard financial reports55%
Detecting anomalies and monitoring metrics50%
Scenario planning and interpreting results31%
Approving decisions and financial accountability17%

Task map

AI replaces ↔ AI augments

Each task is positioned by AI capability and the degree of human involvement still required.

  1. 1Entering and classifying financial documentsAI 60% · human 59%
  2. 2Reconciling transactions and detecting discrepanciesAI 57% · human 70%
  3. 3Preparing standard financial reportsAI 55% · human 71%
  4. 4Detecting anomalies and monitoring metricsAI 50% · human 60%
  5. 5Scenario planning and interpreting resultsAI 31% · human 69%
  6. 6Approving decisions and financial accountabilityAI 17% · human 82%

Why technology can change this work

  • models automatically compare scenarios, prices, returns and risks
  • documents, transactions and reports have structured digital formats
  • reconciliation, classification and standard calculations repeat
  • rules and anomalies can be checked by software

What protects the occupation

  • validation of assumptions and accountability for recommendations
  • accountability for financial decisions
  • a large share of value comes from human judgement, trust or personal accountability
  • non-standard transactions and regulatory change
  • negotiation with management, auditors and regulators

United States · before tax

Average pay and outlook

Estimated nominal monthly pay. The scenario reflects sector, demand and task resilience; it is not a guarantee of income.

2026$6 900per month
2035$9 300scenario estimate
2026: $6 90020262027: $7 15020272028: $7 40020282029: $7 65020292030: $7 90020302031: $8 15020312032: $8 45020322033: $8 70020332034: $9 00020342035: $9 3002035
Find jobs ↗The partner link may contain referral parameters. Data benchmark: U.S. Bureau of Labor Statistics ↗

Practical next step

Where to move next

Do not restart from zero: carry your experience forward and add scarce skills.

Financial Analyst

Established resilient role
New role risk45%
DemandMediumDifficultyLowTime3–6 monthsSkill fit87%

AI Risk Manager

Emerging role
New role risk19%
DemandHighDifficultyLowTime3–6 monthsSkill fit87%

Data Analyst

Established resilient role
New role risk51%
DemandHighDifficultyMediumTime6–12 monthsSkill fit68%

Carbon Accounting Automation Specialist

Emerging role
New role risk22%
DemandHighDifficultyHighTime12–24 monthsSkill fit52%

AI Cost Optimization Analyst

Emerging role
New role risk27%
DemandHighDifficultyLowTime3–6 monthsSkill fit81%

AI Compliance Officer

Emerging role
New role risk22%
DemandHighDifficultyHighTime3–6 yearsSkill fit38%

Job search and transitions

Find work with a lower risk index

Compare adjacent paths and open a current search for the selected occupation.

Carbon Accounting Automation Specialist

Skill fit 52% · risk 22%

Search jobs ↗

Skills you already have

  • valuation
  • return and risk analysis
  • financial literacy
  • financial reporting
  • accuracy and attention to detail
  • regulatory understanding

Skills to build

  • financial modelling
  • AI-assisted scenario analysis
  • data analytics
  • BI tools
  • accounting automation
  • validation of AI financial models
CurrentInvestment analysis Expert · 35%
→
Keepvaluation · return and risk analysis · financial literacy
→
Addfinancial modelling · AI-assisted scenario analysis · data analytics

Sources and update

Updated: 2026-09-25 · Assessment confidence: Medium

International Labour Organization · 2025Generative AI and Jobs: A Refined Global Index of Occupational Exposure

Nearly 30,000 tasks; a global assessment of GenAI exposure across detailed occupational groups.

World Economic Forum · 2025The Future of Jobs Report 2025

A survey of more than 1,000 employers representing over 14 million workers across 55 economies.

O*NET Resource Center · 2026O*NET Database

Occupational, task, skill and work-context structure.